Solutions
Global strategy consulting firm Stax has selected primary research provider Coleman Research’s Expert Relationship Management (ERM) platform to support the company in the digitalisation of research data and workflows.
Coleman ERM addresses industry demand for a solution which mitigates the current time consuming, manual processes and replaces them with a platform that consolidates all Expert relationships in one interface, whether they are sourced from internal directories, or provided by third party research vendors.
Mark Bremer, President, Stax Inc, says: “At Stax, we always look to supplement our deep industry expertise with detailed discussions with current industry practitioners. Coleman’s Expert Relationship Management
Drawbridge Partners, a cybersecurity software and services firm specialsing in the needs of hedge fund and private equity managers, has launched DrawbridgeConnect-R, a Vulnerability Management as a Service (VMaaS) platform.
DrawbridgeConnect-R continuously analyses a firm’s vulnerabilities – rather than providing a mere point in time vulnerability assessment – and helps firms identify, prioritise and remediate organizational cybersecurity weaknesses that leave data at risk. Complementing Drawbridge Partners’ existing services offering, DrawbridgeConnect-R enables firms with limited in-house cybersecurity resources to manage both external and internal vulnerabilities associated with client networks.
With DrawbridgeConnect-R, companies are equipped with:
• Vulnerability Scanning: Ongoing
CAIS, a technology platform connecting financial advisers with alternative investments, has launched CAIS IQ, a learning system designed to help financial advisers master alternative investments.
CAIS IQ reduces the alternative investment learning curve by combining expert content with predictive algorithms that adapt to how each individual adviser learns best.
According to a Preqin report, 84 per cent of investors plan to increase their allocation to alternative investments in the coming years, while a remarkable 67 per cent of financial advisers say they want to deepen their understanding of these strategies prior to implementing them.
“Right now, education is the biggest
CSC, a provider of specialised administration services to alternative asset managers, is to acquire TCS-Groep (TCS), a Netherlands-based service provider for alternative investment funds (AIFs).
TCS offers fund administration and depositary services for alternative asset managers with a focus on real estate, private equity, private debt, and social impact funds, and manages more than EUR6.5 billion in assets on behalf of its clients. The deal is subject to regulatory approval in the Netherlands.
“We’re delighted to welcome TCS to CSC as part of our long-term strategy to develop the European market by offering international clients our suite of fund administration,
ZEDRA Group, a specialist in Trust, Corporate and Fund Services has acquired LJ Fiduciary, from investment firm Alvarium. LJ Fiduciary will be rebranded and merged into the existing ZEDRA network. The deal is subject to local regulatory approval.
LJ Fiduciary’s Swiss and Isle of Man service offering encompasses global private client, fund and corporate administration services that will enhance ZEDRA’s strategy in the ‘active-wealth’ space offering. This concept embraces the dynamic way ZEDRA assists wealthy families and individuals in their investment needs, by recognising that modern wealth is multifaceted and that ZEDRA is a partner that can deliver the full
The Citco Group of Companies (Citco) has expanded partnership with Solovis, a multi-asset class portfolio management, analytics and reporting platform for asset owners and allocators.
The strategic partnership with Solovis spans business, technology and services and includes an equity investment in Solovis. This relationship enhances the performance reporting and analytics services currently provided by Citco Institutional Services, the firm’s investment record-keeping and reporting team for institutional investors.
The expanded relationship builds upon the two firms’ existing partnership, in place for over a year, and extends the capabilities of the Citco Institutional Services business line, which was launched in June
Backstop Solutions Group, a cloud-based productivity suite for institutional and alternative investors, has launched IntellX, the newest offering in the group’s suite of data products and services.
Using artificial intelligence and machine learning, Backstop IntellX ultimately aims to automate inbound data collection, classification, and management, enabling the operations teams inside large asset owners to boost productivity and spend more of their time on the activities that create the most value for their investment teams.
“For every email that comes through with an attachment, be it an investor letter, capital accounts statement, or what have you, our team was spending
GP Bullhound has invested USD10 million in RavenPack, a provider of alternative data and insights for financial institutions.
The company’s database, comprising over 19,000 sources spanning over 20 years, is used by financial institutions who subscribe to the platform in order to enhance performance and manage risk. RavenPack will use the proceeds to expand in Asia, as well as to go into other sectors beyond financial services.
RavenPack’s platform is used by some of the best performing hedge funds and largest banks worldwide. RavenPack uses AI to turn highly fragmented unstructured content into organised structured data for easier analysis
Schwab Advisor Services has laucnhed the Schwab Alternative Investment Marketplace platform, which gives Schwab’s independent advisor clients access to third-party platform sponsors that offer menus of private funds.
The new platform delivers a number of benefits for independent advisors, including removal of custodial fees, streamlined capital call processing, and access to third-party alternative investment funds.
“We continually listen to what advisors tell us they need, and based on their feedback, we’re pleased to provide access for their clients to a growing list of alternative investment funds,” says Jalina Kerr, senior vice president, Client Experience, Schwab Advisor Services. “By working
Itarle, a provider of high-performance best execution services to banks, has created Itarle Ventures, a new Special Purpose Vehicle (SPV) to co-invest with partners in new data analysis and liquidity services, and shared market infrastructure initiatives.
Through Itarle Ventures, the company can leverage its existing IP and commercial network to help build promising fintech companies and further develop existing venues, while identifying new investment opportunities that are not a natural fit for Itarle AG.
“Fintech investment, particularly in Europe, is at an all-time high and is expected to continue rising as capital markets become more diverse and interconnected,” says
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12 November, 2026 – 8:00 am
12 November, 2026 – 5:00 pm
